Client statuses help you organize your customer portfolio for more detailed reporting.
Client statuses help organize and sort your clients on a macro-level, track prospects, account sizes (tier 1, tier 2, etc.), and inactive accounts.On this page:
How to create client statuses
To create a client status:
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Setup section
- Click the Statuses tab > Client Statuses in the pop-up window
- Click + Add New
- Type the status name in the text field
- Click Add
Users with permission to Manage users, billing, and company settings will be able to make adjustments to client statuses.
How to edit client statuses
To edit a client status:
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Setup section
- Click the Statuses tab > Client Statuses in the pop-up window
- Click into the text field of the status you'd like to change and update it as needed
How to delete client statuses
To delete a client status:
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Setup section
- Click the Statuses tab > Client Statuses in the pop-up window
- Click the icon beside the client status you'd like to remove
- Click Delete in the pop-up window
How to assign a client status
You can set a client's status by using the:
To assign a status through the Clients tab:
- In the Sales > Clients tab, search for and select the client you'd like to assign a status to
- In the slide-out menu, click Actions > Edit Details
- Select a status from the "Status" drop-down menu
- Click Save
To assign a status on the client's page:
- On the client's page > client details, click Edit
- Select a status from the "Status" drop-down menu
- Click Save
To import a list of client statuses:
- Download an import template
- Enter the client names in column A and the status(es) in column W
- Email the template to support@commonsku.com
You must create the client statuses before adding them through the Clients tab, client page, or client import.
Client status reporting
Client status reporting is available on the Sales Target Report and Mailing List Report.